Huber Financial Advisors’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

Huber Financial Advisors’s Portfolio DLS Stock Details DLS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	$872K	Buy	+18,153	New	+$1.13M	0.33%	41

Other funds holding DLS

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

3AM

3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return

Stevard LLC Chicago, Illinois $26.8M AUM 42.43% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MHS

M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return

Huber Financial Advisors's DLS Position: Q1 2020 in Review

Huber Financial Advisors opened a new position in WisdomTree International SmallCap Dividend Fund (DLS) in Q1 2020: 18,153 shares worth $872K. The stake represents 0.33% of the portfolio and ranks #41 among its holdings.

184 funds tracked by Wall St. Rank hold DLS as of Q1 2020.

Huber Financial Advisors held 18,153 shares of WisdomTree International SmallCap Dividend Fund worth $872K as of Q1 2020.
WisdomTree International SmallCap Dividend Fund was a new Huber Financial Advisors position in Q1 2020.
WisdomTree International SmallCap Dividend Fund made up 0.33% of Huber Financial Advisors's portfolio in Q1 2020, its #41 holding.
184 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q1 2020.

Based on Huber Financial Advisors's 13F filing for Q1 2020, filed 17 Apr 2020.